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Pltr

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Palantir's Breakout Growth Meets Sky-High Valuation
business4 days ago

Palantir's Breakout Growth Meets Sky-High Valuation

Palantir reported a blowout Q2 FY26 with EPS of $0.41 (beat estimates by 46%), as US commercial revenue jumped 149% year over year, contributing to 93% top-line growth and a Rule of 40 score of 155%. Management lifted FY26 revenue guidance to about $8.15–$8.16 billion with free cash flow of $1.22 billion, while the stock trades at a rich forward multiple (around 108x). 24/7 Wall St. sets a $212.42 price target, implying roughly 21% upside, driven by a large US commercial pipeline and a remaining deal value of $13.1 billion. Risks include an aggressive valuation, SBC costs, and a US-centric revenue mix (over 81%), though bulls argue AI and defense programs (Maven) could sustain growth; the key question is whether the stock can keep up with the pace of execution.

Can a $10,000 Palantir Bet Hit Big by 2028?
finance8 days ago

Can a $10,000 Palantir Bet Hit Big by 2028?

The Motley Fool weighs whether Palantir can turn a $10,000 investment into meaningful gains by 2028, noting Palantir's AI-driven government and growing commercial business but an already premium valuation; a doubling or tripling by 2028 hinges on Palantir sustaining unusually fast growth (around 90% per year in the near term), while a slowdown to Wall Street’s ~49% growth pace could leave the investment flat or modestly higher.

Palantir Rally Accelerates as Bank of America Signals Large Upside
finance18 days ago

Palantir Rally Accelerates as Bank of America Signals Large Upside

Palantir Technologies (PLTR) stock jumped about 9% after strong Q2 results, helped by short-covering and broader tech strength. Bank of America reiterated a Buy rating and raised its price target to 255, implying roughly 50% upside from recent levels, citing Palantir’s AI strategy, expanding US commercial contracts, and strong government relationships as key drivers of competitive advantage and future growth.

Palantir Rally Faces Hurdles After Strong Q2 Beat
markets20 days ago

Palantir Rally Faces Hurdles After Strong Q2 Beat

Palantir stock rose early after Q2 revenue jumped 93% year-over-year to $1.94 billion with adjusted EPS of $0.41, topping estimates; DA Davidson lifted its price target from $175 to $200 citing AI-driven advantages and strong US client growth (38 of 44 new customers). The move cooled later, with the stock trading in overbought territory (RSI ~72) and eyes on resistance around $163.50 and support near $148 as the long-term trend remains under repair. Bearish bets from Michael Burry persist.

Palantir Soars 30% After Q2 Beat as Karp Takes Aim at Frontier AI Labs
investing21 days ago

Palantir Soars 30% After Q2 Beat as Karp Takes Aim at Frontier AI Labs

Palantir jumped about 30% after a strong Q2 report: revenue of $1.94 billion (up 92.8% year over year) and EPS of $0.41, beating estimates by roughly 46%. U.S. commercial revenue surged 149%, helping lift full-year revenue guidance to about $8.15 billion, with adjusted operating margin at 62% and free cash flow of $1.22 billion. CEO Alex Karp used the call to attack frontier AI labs (notably Anthropic), arguing proprietary data should not feed external models and highlighting Palantir’s Sovereign AI approach. The move signaled a market re-rating of Palantir’s growth, though the stock remains richly valued (high P/E and P/S), and investors will watch Q3 delivery and ongoing commercial traction.

Palantir rockets on blowout Q2 as US commercial AI demand surges
finance21 days ago

Palantir rockets on blowout Q2 as US commercial AI demand surges

Palantir shares jumped about 30% after a blowout fiscal Q2 that beat estimates: revenue of $1.94B and adjusted earnings of $0.41 per share, with full-year revenue guidance raised to $8.16B. The company credited a 149% year-over-year rise in US commercial revenue and 93% overall revenue growth, with US government revenue up 90% YoY. Palantir closed 220 deals worth $1M+ (98 at $5M+, 73 at $10M+), and posted $1.22B in adjusted free cash flow. Management touted its two-track AI strategy and Maven’s Pentagon role as a growth driver, while Wall Street remains bullish on the stock.

Palantir soars after blowout Q2, lifts full-year guidance
finance21 days ago

Palantir soars after blowout Q2, lifts full-year guidance

Palantir beat Q2 estimates with revenue of $1.94B and adjusted EPS of $0.41, prompting a roughly 16% premarket jump as it raised 2026 revenue guidance to $8.16B. US commercial revenue surged 149% YoY and total revenue rose 93% YoY; government revenue increased 90% YoY. The company closed 220 deals worth $1M+ (98 at $5M+, 73 at $10M+), and adjusted free cash flow reached $1.22B. Palantir also noted Maven’s Pentagon program of record and argued its platform delivers measurable ROI amid the AI shift.

Palantir rockets after-hours as US commercial business booms
finance22 days ago

Palantir rockets after-hours as US commercial business booms

Palantir jumped after-hours after Q2 results beat estimates: revenue $1.94B vs $1.8B expected and adjusted EPS $0.41 vs $0.35, prompting a full-year revenue guide of $8.16B. The company posted a 149% YoY surge in US commercial revenue and a 90% YoY rise in government revenue, as its Maven AI system secures Pentagon programs. Despite the rally, PLTR remains down year-to-date, with a bullish analyst outlook.

Palantir Stock Nudges Higher Ahead of Q2 Results
finance22 days ago

Palantir Stock Nudges Higher Ahead of Q2 Results

Palantir (PLTR) shares rose about 2% ahead of its fiscal Q2 report as investors look for momentum in commercial deals and renewals of overseas contracts; the Maven Smart System has become a Pentagon program of record, underscoring growing US military AI opportunities, while overall AI disruption fears have kept the stock in a broader downtrend despite bullish analyst commentary.

Palantir’s Growth Highs Clash with a 26% 2026 Drop: Is the Rebound Beginning?
investing28 days ago

Palantir’s Growth Highs Clash with a 26% 2026 Drop: Is the Rebound Beginning?

Palantir posted an 84.7% YoY revenue increase and raised FY2026 guidance to about $7.65–7.66B, yet its stock is down ~26% this year as AI software rotations and a lofty valuation (around 148x trailing earnings) keep the rebound debate alive; despite today’s 7% bounce alongside peers like CRM and MSFT, investors await Q2 results to see if a beat-and-raise can sustain momentum or if the multiple reset resumes, especially with a well-known short on the name.

Palantir Gets a Boost as Citi Bets on a Fresh Commercial Upswing
finance1 month ago

Palantir Gets a Boost as Citi Bets on a Fresh Commercial Upswing

Citi upgrades Palantir on expectations the US commercial business is reviving, forecasting fiscal 2027 sales growth around 53% (vs ~45% consensus) with commercial revenue up 67% YoY; Citi keeps Buy but trims the price target to $200 from $225 amid valuation concerns, while checks with partners and management point to strength in both commercial and government segments and potential defense-use benefits; investors will watch whether US commercial growth actually accelerates to push further revisions in 2027 estimates.

Palantir Slips as Broad Tech Selloff Highlights Valuation Worries
business1 month ago

Palantir Slips as Broad Tech Selloff Highlights Valuation Worries

Palantir Technologies’ shares fell about 4% as investors rotated away from richly valued enterprise software names amid broader market weakness and renewed geopolitical tensions, with macro concerns and valuation pressures weighing on the stock more than company-specific news; Palantir has been expanding its AI offerings through Nvidia Nemotron integrations and a SNP SE collaboration, but the broader risk-off mood dominated the move.

Palantir Eyes Upside as Analysts See Room to Run to $150
business2 months ago

Palantir Eyes Upside as Analysts See Room to Run to $150

Palantir (PLTR) has fallen about 36% year-to-date, but 24/7 Wall St. assigns a $150 12‑month target (roughly 32% upside). In Q1 2026, revenue jumped ~85% to $1.63B with an EPS beat and management raised FY2026 guidance, driven by AI-enabled demand across commercial and government segments. Bulls point to accelerating AI platform adoption and higher target scenarios (up to the upper $180s–$190s range), while bears warn that the stock trades at a steep multiple (roughly 131x trailing earnings) and faces valuation risk if AI demand cools. Analyst sentiment remains mixed, with some calling for caution despite strong fundamentals, and market chatter includes skepticism from noted investors.

Palantir Eyes 32% Upside as AI Momentum Keeps Growth in Focus
business2 months ago

Palantir Eyes 32% Upside as AI Momentum Keeps Growth in Focus

Palantir (PLTR) trades around $113 after a sharp pullback, with 24/7 Wall St. assigning a $150.02 price target for the next 12 months (about 32% upside) on Q1 2026 revenue of roughly $1.63 billion, up about 85% YoY, driven by AI demand that management says is supply-constrained. The stock carries a rich valuation (~131x trailing earnings), with bull and bear cases pointing toward potential upside to around $198 or downside to roughly $136 depending on AI adoption and execution; analysts broadly rate the stock as a Buy.